Adam Koser is a CFA® charterholder with 2 years of experience at Grandview Asset Management LLC and 14 years previously at Federated Hermes. He is based in Harrisburg, PA. Outside of his advisory work, he is a passive member in multifamily real estate ventures through Bulldawg Property Investments, LLC and FSI Property Investments, LLC. Grandview Asset Management LLC provides personalized investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm employs a structured four-step security selection process and manages portfolios using a range of securities including stocks, bonds, ETFs, and mutual funds, offering both discretionary and non-discretionary account management.

Geoffrey Finch is a financial advisor at Harmony Road Advisors with five years of industry experience and holds a Series 65 designation. He has worked at Harmony Road Advisors and The Wenger Group since 2020 and previously spent over two decades at Wenger Feeds. Outside of his advisory role, he serves as a project manager at The Wenger Group, overseeing strategic projects related to a new ingredient and a health care model for employees. Harmony Road Advisors manages approximately $30.8 million in discretionary assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, and consulting services, utilizing a combination of fundamental, technical, and cyclical analysis with a long-term investment approach that includes a variety of asset classes.

Marc Bowman is a financial advisor with Bowman Wealth Management Group in Hershey, PA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. His prior roles include positions at Innovation Partners LLC, Fortune Financial Services, Purshe Kaplan Sterling Investments, and as managing member of Stout Bowman & Associates, LLC. He is also an independent insurance agent, involved in life insurance sales including term, whole life, and universal life products. Bowman Wealth Management Group provides discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals, businesses, and plan sponsors. The firm manages approximately $96.3 million in discretionary assets and employs individualized investment policies with quarterly portfolio reviews and tax-loss harvesting.

Thomas Parker is an associate advisor at Grandview Asset Management LLC with three years of industry experience. He has worked at Grandview Asset Management and Purshe Kaplan Sterling Investments since 2022, and has prior experience at Hershey Entertainment and Resorts. Grandview Asset Management LLC provides personalized investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm employs a detailed security selection process and manages approximately $411.7 million in assets across over 600 client relationships.

Ryan Troup is a Series 65-licensed advisor at ECON Wealth Management with four years of industry experience. Before joining ECON Wealth Management in 2021, he worked at Multiply Ink and Press Yourself Tees, and earlier at Shiffer Inc. He is also a partner at Big Hitter Sports, LLC, a company that designs and sells uniforms. ECON Wealth Management serves individuals, families, trusts, charitable organizations, and institutional clients, focusing on personalized financial planning and in-house asset management. The firm employs both fundamental and technical analysis within a disciplined, team-based investment process and offers a range of strategies and service levels tailored to client goals and risk tolerances.

Brian Zellers is a CFP® with six years of industry experience and has been with ECON Wealth Management since 2019. Prior to joining ECON, he worked for ten years at Central Dauphin School District. He also serves as a volunteer baseball coach for the Central Dauphin Knights. ECON Wealth Management serves individuals, families, trusts, charitable organizations, and institutional clients, focusing on accounts of $250,000 or more. The firm offers personalized financial planning and in-house asset management using a disciplined, active, team-based process that incorporates both fundamental and technical analysis.

Gary Kephart is a financial advisor at Grandview Asset Management LLC with Series 63 and Series 65 credentials and 64 years of industry experience. He has worked at Grandview since 2020 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2020. Grandview Asset Management LLC provides personalized investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm manages approximately $411.7 million in assets, utilizing a structured security selection process and offering both discretionary and non-discretionary portfolio management.

Bruce Smith is a financial advisor with Grandview Asset Management LLC in Harrisburg, PA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Prior to joining Grandview in 2018, he worked at F&M Trust from 2014 to 2018. Grandview Asset Management LLC provides personalized investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm employs a disciplined security selection process and manages approximately $411.7 million in assets across over 600 client relationships.

Craig Velencia is a financial advisor at DVB Private Wealth in Harrisburg, PA, holding a Series 65 credential with one year of industry experience. Prior to joining DVB Private Wealth, he spent six years with LAXtastic and served six years in the U.S. Coast Guard. DVB Private Wealth is an SEC-registered investment adviser managing approximately $225.7 million for around 240 clients. The firm serves individuals, foundations, trusts, estates, corporations, and business owners, using a top-down, macro-environmental investment approach that incorporates tactical asset allocation, sector rotation, and a relative growth/value framework.

Jared Bowman is a financial advisor at Bowman Wealth Management Group in Hershey, PA, holding a Series 65 credential with one year of industry experience. Prior to his financial advisory career, he served with the Pennsylvania State Police for four years and worked at Fenicci's of Hershey for five years. He began his advisory career while transitioning his business from Stout Bowman & Associates. Bowman Wealth Management Group provides discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals, businesses, and plan sponsors. The firm employs a mix of fundamental, technical, and charting analysis to manage approximately $96.3 million in discretionary assets across about 283 client relationships.

Leanne Fee is a financial advisor with Stewardship Advisors, LLC in Mount Joy, PA, holding a Series 66 designation and 22 years of industry experience. She has worked at Stewardship Advisors since 2018 and previously at Ameriprise Financial Services, Inc. from 2012 to 2018. Outside of her advisory role, Fee serves as a Notary Public in Mount Joy. Stewardship Advisors serves individuals, businesses, charitable organizations, and retirement plan sponsors by providing financial planning, investment consultation, and portfolio management services. The firm emphasizes strategic asset allocation using ETFs and mutual funds, offers a values-based ESG portfolio, and conducts public educational workshops.

Kellie Field is a financial advisor with Synergy Asset Management, LLC in Palmyra, PA, holding a Series 65 designation and two years of industry experience. Her background includes roles at Messiah University and LifeGuide Financial Advisors. Synergy Asset Management provides comprehensive wealth management and financial planning services to individual and high-net-worth investors, business owners, trusts, retirement plans, and other investment advisers. The firm employs an active, adaptive investment approach that integrates tactical asset allocation mathematics with fundamental and quantitative analysis.

Mark Brinser is a CFP® with 18 years of experience in the financial services industry. He is affiliated with Stewardship Advisors, LLC, where he has worked since 2011. His prior roles include positions at Private Client Services, LLC and Concourse Financial Group Securities, Inc. In addition to his advisory work, he serves as an independent insurance agent for various companies. Stewardship Advisors, LLC serves a diverse client base including individuals, businesses, charitable organizations, and retirement plan sponsors by providing financial planning, investment consultation, and portfolio management. The firm employs a strategic asset allocation approach primarily using ETFs and mutual funds, and offers educational workshops on personal finance and investing.

John Simkins is a financial advisor with Stewardship Advisors, LLC, holding Series 63 and Series 65 credentials and over 27 years of industry experience. He has worked at Private Client Services, LLC, Cambridge Investment Research Advisors, and Concourse Financial Group Securities, Inc. Simkins serves as a Sunday school teacher and middle school youth mentor at Elizabethtown Mennonite Church, chairs its building finance committee, and is a board member of No Longer Alone Ministries. Stewardship Advisors, LLC provides financial planning, investment consultation, and portfolio management services to individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a team-based approach emphasizing strategic asset allocation primarily using ETFs and mutual funds, with services including public educational workshops and values-based ESG portfolio options.

Logan Kready is a CFP® and Series 63 credentialed advisor with six years at Stewardship Advisors, LLC and a total of three years in the financial industry. His prior experience includes roles at PFM Asset Management LLC, BNY Mellon, Sirius Facilities, and the University of Pittsburgh. Outside of financial advising, he is a partner and shareholder in 5K Enterprises LLC. Stewardship Advisors, LLC serves individuals, businesses, charitable organizations, and retirement plan sponsors by providing financial planning, investment consultation, and portfolio management services. The firm’s team of nine advisors manages approximately $545 million in assets, emphasizing strategic asset allocation primarily through ETFs and mutual funds, and offers periodic educational workshops on personal finance and investing.

Zachary Drescher is a financial advisor with Stewardship Advisors, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Stewardship Advisors since 2015 and previously spent two years with Private Client Services LLC. Stewardship Advisors serves individuals, businesses, charitable organizations, and retirement plan sponsors by providing financial planning, investment consultation, and portfolio management services. The firm’s team of nine advisors manages approximately $545 million in assets and offers educational workshops on personal finance and investing.

Connor Pierce is a financial advisor with SLP Wealth holding a Series 65 designation and two years of industry experience. He has worked at SLP Wealth since 2023 and is also involved with Student Loan Planner as a student loan consultant. Additionally, Pierce is the founder of After the DPT, LLC, which focuses on student loan education through webinars and content creation. SLP Wealth is an SEC-registered advisory firm that serves individual clients and small-business owners with discretionary investment management and financial planning. The firm uses diversified, risk-based portfolios with no-load mutual funds and ETFs and maintains frequent account monitoring and reviews.

David Lutz is a CFP® professional with 19 years of industry experience. He has been with LifeGuide Financial Advisors, LLC since 2014 and previously worked at Concourse Financial Group Securities, Inc. from 2007 to 2016. Outside of his advisory role, he is a shareholder and member of PSALMS241, LLC, an investment-related entity. LifeGuide Financial Advisors is an SEC-registered firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $563 million across a 17-person advisory team, employing a primarily long-term, strategic asset allocation approach through diversified model portfolios and offering a range of financial planning and wealth management services.

Thomas Talbott is a CFP® professional with 24 years of industry experience, currently serving at Stewardship Advisors, LLC since 2014. His prior experience includes roles at Cambridge Investment Research Advisors, Ronald Blue & Co., Equitable Advisors, and Faithward Advisors, LLC. He serves as a board member for ServingLeaders Ministries, a nonprofit organization. Stewardship Advisors, LLC is a team of nine advisors managing approximately $545 million in client assets. The firm provides financial planning, investment consultation, and portfolio management to individuals, businesses, charitable organizations, and retirement plan sponsors, employing a strategic asset allocation approach that includes ESG portfolios and offers complimentary public workshops on finance and investing.

William Zerillo is a financial advisor with Oasis Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Terra Wealth Management, CAPE Securities, and Primerica. Outside of advising, he is a co-owner of Your Money Your Purpose LLC, which provides money mindset coaching and educational content. Oasis Advisors delivers portfolio management, financial planning, and pension consulting services to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients using a discretionary approach informed by fundamental analysis, modern portfolio theory, and quantitative methods.